Install Tealeaf CX before installing any other Tealeaf product.
Make sure the operating system, hardware, and software requirements have been met and that you have completed all tasks to prepare for the installation.
Verify that you have access to a Windows user account with administrator permissions. The Tealeaf CX installer includes panels for setting up databases. If you plan on setting up databases during the installation, make sure your user account has the authorization to set up databases.
Make sure you have obtained the installation files for Tealeaf CX and that you have access to the directory in which the installation files reside.
Installing Tealeaf CX provides the platform that is required for Tealeaf solutions.
The installation wizard includes panels for installing databases, however, you can choose to install databases after running the installer.
The default installation for the Replay Server component is 64-bit.
- SQL server name and port
- Database name for the Data Collector and Report server
- Database path for the Data Collector and Report server
After the Portal is installed, you can log in to the portal and click System > Portal Management > Manage Servers to edit the server configuration for your environment.
To install Tealeaf CX.
- In the software distribution, navigate to the following folder: cx\TealeafCX.
TLsetup.exeto launch the installer.
- In the Select the language for the installation dialog box, select the language for the installation screens and click OK.
- In the Welcome page, click Next.
- Review and accept the terms of the license agreement.
- Complete the remaining pages in the wizard to set up your Tealeaf CX configuration.
The following table lists the pages by name and describes the purpose of the page.
Page Name Description Destination folder
Use this page to set the installation directory for Tealeaf CX.If you want to install Tealeaf CX to a location other than the default, click Change and select another location.Note: Do not include non-ANSI characters in the installation path.
Use this page to customize the installation.
The options in the drop-down list next to the component name allow you to control which Tealeaf CX components are installed and whether to install all of the features for the component.Note: Tealeaf validates the selected components. If an invalid configuration is selected, an error message is displayed. To continue the installation, verify that the appropriate components are selected for your installation.
For example, the data preaggregator must be installed to a dedicated server without any additional Tealeaf components.
For information about the options on this panel, click Help.
Use this page to set the configuration for the Transport Pipeline.
- Default Transport Pipeline (No HBR):
Select this option for an environment with a single Processing Server.
- HBR Transport Pipeline (w/HBR):
Health-Based Routing can be installed with the Transport Service.
In multi-Processing Server environments, HBR can be deployed to manage load balancing and failover between Processing servers.
The Transport Service receives data to process on a machine separate from the web server to avoid burdening the web server with additional tasks.
Master Management ServerUse this page to specify the name or IP address of the Master Management Server. In most configurations, the Master Management Server is the server on which you install the Portal.
- If you install everything (including Portal) on the same machine, then the Master Management Server is "localhost".
- In a multi-server topology, where Portal is installed on a different machine, but all of the other components are installed locally, then when prompted, you must enter the name or IP address of the machine where Portal is installed.
Each machine that is subordinate to the Master Management Server must know the name of the master machine from which it can acquire its configuration information.
The installer presents a prompt asking if you want to configure the Tracking service. If you click Yes, you are presented with the Tracking Service configuration panel.
Specify a Server and Port and indicate whether you want to install the Tracking Service.The server and port information you enter is applied to the common registry used by Tealeaf servers.Note: The registry is still available inside Tracking Service component, but other services look at the same registry location.During session replay:
- Replay Server uses the registry keys to get information about where the Tracking service is installed and which port it is running on.
- Replay Server sends the logging data to the configured tracking service host and port.
- The Data Service reads the registry keys and pulls information from the same logging service.
You can modify the Tracking Service configuration in TMS after installing Tealeaf.Note: If there are multiple instances of the Tracking service, you must specify the same Server and Port on all of these servers. Each of the specified servers determines if it can start with the given server and port information. If a server cannot start, it terminates itself. This way, only one instance of logging server will be available.
Report Data Collector
Use this page to specify the Data Service Host Name or Machine IP address.
Specifying the Data Service Host Name or Machine IP address allows the Replay Server connect to the Data Service and retrieve Server Information.
This information is necessary for the Replay Server to determine which Replay Server is the master server.
Use this page to specify the name or IP address of the SMTP Mail server.
Providing this information is optional. If the mail server is not known, use the default mail value.
You can change the value that you provide here after the installation is complete.
Canister Destination folder
Use this page to set the directory in which the Tealeaf Canister is created.
If you want to choose another directory, click Change... and select another folder.
At run time, the system stores sessions in the Canister. In most cases, the Canister is located on a different drive than Tealeaf, mainly because this drive requires a lot of space.
Use this page to set the configuration for the Report Database.
If you are installing the report database on the local server, verify the server name and the path for the installation directory and click Next.
If you want to install the report database on a remote server, enter the name of the machine (or IP address), and the port number.
At the Should the installer set up the SQL Reporting database(s)? screen, click Yes to install the database or click No to install the database at a later time.Note: If you select Yes to set up the Reporting database at install time, but do not have the required authorization to do so, the installation finishes with errors and the Reporting database is not set up.
Use this page to set up access to the online help.
If you do not know the user name and password to enter, you can leave the fields blank and enter them later through the Portal.
Point of Contact
Use this page to set contact information for the Tealeaf Administrator at your site.
The Point of Contact is the individual to contact when Tealeaf users have questions about user accounts or the Tealeaf installation.
If you do not know this information, you can leave these fields blank and enter them later through the Portal.Note: The email address for the Tealeaf Administrator is not required; however, Tealeaf uses the specified email address to deliver important updates. Updates can contain information about system issues and configuration changes, including the automated disabling of events. If you do not currently have a designated administrator, enter a valid email address and update after the installation is completed.
Use this page to configure the Processing server.
Select the server name or IP address of the Processing server (Canister)
If you want to add another server, enter the server name or the IP address of the server and click Add. You can also select a server from the list and click Remove to delete the server from the list.
Ready to Install the Program
Use this page to install Tealeaf CX using the configuration from the previous settings.
- Default Transport Pipeline (No HBR):
- At the Ready to Install the Program page, click Install.
The installer gathers the configuration information for your Tealeaf CX installation and creates the installation with the specified configuration settings. The display updates the status of the installation.
- When the Installation Complete screen is displayed, click Finish.
You have successfully installed Tealeaf CX.
You are now ready to enable your Tealeaf solution.
Enabling your Tealeaf solution involves running
TLsetup.exe files for the products that you have licensed and installing and configuring the Passive Capture Application (PCA) server.
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